Trading and Investing
with
Carl Seidman
ABOUT THIS EVENT
Event Category
Business & Technology
Event Overview
The recession of 2007-2010 ushered in a new era of economic uncertainty, which has left Americans feeling unsure of their financial future. Though some financial advice of the past still stands true today, changing market dynamics requires more prudence and awareness than ever before.
In this class, attendees will learn about the various investment instruments, including: stocks, corporate/government bonds, mutual funds, ETFs, options/futures, IRAs, annuities, and commercial bank accounts. They will learn the ins and outs of trading stocks and bonds through traditional stock brokers and through self-managed online brokerages such as E-Trade, TD Ameritrade, and ScottTrade. They will learn important terminology such as earnings per share (EPS), bid/ask, market order, limit orders, stop orders, good-til-cancelled orders, margin trading. The course will educate participants on the various financial instruments available in the marketplace, how to determine their own risk profile, and recommendations for moving forward.
The structure will be a crash course at the beginning and then will be more interactive, prompting the participants to ask and answer questions and determine what makes the most sense for their circumstances.
Minimum age
All ages welcome
Cancellation PolicyLocation
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MORE ABOUT YOUR HOST
Carl Seidman specializes in providing strategic counseling and financial advisory services to small and mid-sized businesses going through accelerated growth or transition. He advises professionals and clients and helps them make important choices on strategic and tactical matters in their businesses and personal lives. He provides finance function strategy and effectiveness, strategic planning, executive coaching and corporate training, turnaround, restructuring, asset appraisal, dispute analysis, financial forensics, and crisis management services in a variety of industries.
Mr. Seidman has volunteered his time and expertise to various non-profit organizations focusing in economic empowerment and poverty alleviation, including The Taproot Foundation and Ladder Up (formerly known as the Chicago City-Wide Tax Assistance Program). He is also a personal wealth counselor, assisting individuals and business owners with financial and tax planning. Since 2010, he has been a subject matter expert and instructor for the American Management Association’s public and on-site courses in advanced financial modeling, financial forecasting, CFO and controller skills, and analytical thinking. Since 2013, he has been a subject matter expert, executive coach, and instructor for SkillPath Corporate Strategies on the topics of finance and accounting for non-financial managers, strategic planning and analytical thinking, performance management, Microsoft Excel, and Microsoft PowerPoint.
He is a current or past member of the American Institute of Certified Public Accountants, Association of Certified Fraud Examiners, Turnaround Management Association, American Society of Appraisers, Association of Insolvency and Restructuring Advisors, and American Bankruptcy Institute.
